Dimensional Fund Advisors LP Sells 91,325 Shares of First Solar, Inc. $FSLR

Dimensional Fund Advisors LP decreased its holdings in First Solar, Inc. (NASDAQ:FSLR) by 6.8% in the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 1,246,362 shares of the solar cell manufacturer’s stock after selling 91,325 shares during the quarter. Dimensional Fund Advisors LP owned 1.16% of First Solar worth $274,886,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Woodline Partners LP grew its stake in shares of First Solar by 40.7% in the first quarter. Woodline Partners LP now owns 9,044 shares of the solar cell manufacturer’s stock worth $1,143,000 after acquiring an additional 2,615 shares during the period. Envestnet Asset Management Inc. lifted its position in First Solar by 10.4% during the second quarter. Envestnet Asset Management Inc. now owns 34,473 shares of the solar cell manufacturer’s stock valued at $5,707,000 after purchasing an additional 3,238 shares during the period. Hantz Financial Services Inc. boosted its holdings in First Solar by 69.4% in the second quarter. Hantz Financial Services Inc. now owns 183 shares of the solar cell manufacturer’s stock worth $30,000 after purchasing an additional 75 shares during the last quarter. Spire Wealth Management boosted its holdings in First Solar by 130.9% in the second quarter. Spire Wealth Management now owns 344 shares of the solar cell manufacturer’s stock worth $57,000 after purchasing an additional 195 shares during the last quarter. Finally, Assetmark Inc. grew its position in First Solar by 400.0% in the 2nd quarter. Assetmark Inc. now owns 390 shares of the solar cell manufacturer’s stock worth $65,000 after purchasing an additional 312 shares during the period. Institutional investors own 92.08% of the company’s stock.

Key Stories Impacting First Solar

Here are the key news stories impacting First Solar this week:

• Positive Sentiment: U.S. manufacturing expansion: First Solar commissioned a new factory in Louisiana and plans additional capacity in South Carolina, improving domestic supply‑chain positioning and medium/long‑term revenue visibility. First Solar Expands US Manufacturing Footprint
• Neutral Sentiment: Options and retail/trending activity are elevated, which can amplify intraday swings but do not change the company’s fundamentals. Behind the Scenes of First Solar’s Latest Options Trends
• Negative Sentiment: 2026 guidance disappointed analysts, triggering multiple downgrades and the primary near‑term selling pressure as investors reprice earnings/margins. 2026 Guidance Disappoints, Triggers Downgrades
• Negative Sentiment: Analyst price‑target cuts (examples: Evercore to $212, Morgan Stanley to $230, Barclays to $228, Argus to $250) reduce headline upside and analyst support. Analyst Price Target Moves
• Negative Sentiment: Insider selling disclosed on March 4 — CTO Markus Gloeckler sold ~3,640 shares (~$717k) and CAO Nathan Theurer sold 92 shares — which some investors view as a negative signal even if routine. CTO Insider Sale SEC Filing
• Negative Sentiment: Pomerantz LLP announced an investor investigation into First Solar, introducing legal/financial risk that could increase near‑term cautiousness. Pomerantz Investigates First Solar
• Negative Sentiment: High‑profile negative commentary (e.g., Jim Cramer calling the recent quarter “one awful quarter”) can amplify short‑term selling momentum among retail traders. Jim Cramer on First Solar

First Solar Price Performance

NASDAQ FSLR opened at $189.21 on Friday. First Solar, Inc. has a 12 month low of $116.56 and a 12 month high of $285.99. The stock has a market cap of $20.30 billion, a price-to-earnings ratio of 13.32, a PEG ratio of 0.31 and a beta of 1.65. The company’s 50 day moving average is $234.09 and its two-hundred day moving average is $236.03. The company has a current ratio of 2.67, a quick ratio of 2.35 and a debt-to-equity ratio of 0.03.

First Solar (NASDAQ:FSLR) last posted its quarterly earnings results on Tuesday, February 24th. The solar cell manufacturer reported $4.84 earnings per share for the quarter, missing analysts’ consensus estimates of $5.22 by ($0.38). The firm had revenue of $1.68 billion during the quarter, compared to the consensus estimate of $1.59 billion. First Solar had a return on equity of 17.32% and a net margin of 29.28%.The business’s revenue for the quarter was up 11.1% compared to the same quarter last year. During the same quarter in the previous year, the company earned $3.65 earnings per share. As a group, research analysts anticipate that First Solar, Inc. will post 13.05 earnings per share for the current year.

Insider Activity at First Solar

In other news, CFO Alexander R. Bradley sold 3,194 shares of the business’s stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $195.93, for a total value of $625,800.42. Following the transaction, the chief financial officer directly owned 40,794 shares in the company, valued at $7,992,768.42. The trade was a 7.26% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CTO Markus Gloeckler sold 3,640 shares of the company’s stock in a transaction dated Wednesday, March 4th. The stock was sold at an average price of $196.95, for a total value of $716,898.00. Following the completion of the transaction, the chief technology officer directly owned 8,037 shares of the company’s stock, valued at approximately $1,582,887.15. This trade represents a 31.17% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 31,975 shares of company stock worth $6,267,492 in the last 90 days. Company insiders own 0.48% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have commented on the stock. UBS Group cut their target price on shares of First Solar from $330.00 to $300.00 and set a “buy” rating for the company in a research report on Wednesday, February 25th. Bank of America dropped their price target on First Solar from $291.00 to $271.00 and set a “buy” rating on the stock in a research note on Thursday, January 22nd. Mizuho cut their price objective on First Solar from $326.00 to $271.00 and set an “outperform” rating for the company in a report on Wednesday, February 25th. Guggenheim upped their price objective on First Solar from $289.00 to $312.00 and gave the company a “buy” rating in a research report on Thursday, January 8th. Finally, Jefferies Financial Group reissued a “hold” rating and issued a $205.00 target price on shares of First Solar in a report on Thursday, February 26th. Twenty research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $249.65.

First Solar Company Profile

First Solar, Inc (NASDAQ: FSLR) is a United States–based solar technology company best known for designing and manufacturing thin‑film photovoltaic (PV) modules that use cadmium telluride (CdTe) semiconductor technology. The company supplies PV modules and delivers integrated solar power solutions for utility‑scale projects, positioning itself as a provider of both components and complete solar energy systems rather than solely a parts supplier. First Solar was founded in 1999 and is headquartered in Tempe, Arizona.

Beyond module manufacturing, First Solar offers a range of project services including development support, engineering, procurement and construction (EPC) services, and operations and maintenance (O&M) for large-scale solar installations.